For: Tablet Managers, Managers and Admins
Note: Training Management is part of the Training Management Module. It's included in some plans and available as an add-on on others. To activate it, contact your Customer Success Manager or [email protected].
From the shared kitchen tablet, a Head Chef or Food Safety Manager can open anyone's training record, complete work on their behalf, mark attendance at an in-house session and sign off competency. Your PIN tells the tablet you're allowed to do this, even though the tablet itself is logged in as a shared account.
Who can manage other people's training
Access depends on the Access Level of the person who enters their PIN, not the account the tablet is logged in as.
Tablet Manager: a Staff Record that doesn't need a login. Can open anyone's training record, run Roll Call and record competency assessments using their PIN.
Manager and Admin: Users who can also log in to the Admin Console. They have the same training access on the tablet when they verify with their PIN.
Tablet: can only open their own training record.
Tip: If your Head Chef runs training but doesn't need the Admin Console, set their Staff Record to Tablet Manager in Staff & Users.
Open a team member's training record
Open the menu on the tablet
Tap Training to see everyone's training records
Tap the team member whose record you want to open
Tap your own name in the verification list
Enter your PIN
Their training record opens.
Complete training on someone's behalf
Use this when a team member completes a quiz or form with you, or when you're recording work they've already done.
Open the team member's training record (see above)
Tap the Requirement
Tap the Activity
Complete the Activity
The completion counts toward the team member's Requirement, because it's credited to the training record you're in, not to the person who entered their PIN.
Important: This is different from regular forms in Safe Food Pro, where a form is credited to the person who entered their PIN. Inside Training, the open training record always decides who gets the credit.
Mark in-person training attendance with Roll Call
Roll Call only applies to In-Person Training – In-House Activities, such as a new starter induction run in your kitchen.
Open the menu on the tablet
Tap Training
Tap the Roll Call button (the raised-hand icon) in the top right corner
Tap your own name in the verification list
Enter your PIN
Tap the in-house training Activity you're marking attendance for
Tap each person who attended. You can select several people at once
Tap Mark attendance
Each person's training record updates straight away. Marking someone present more than once doesn't create a duplicate. It moves their validity period forward from the most recent session.
Record a competency assessment
This only appears on Requirements with Requires Competency Assessment turned on, once every other Activity on that Requirement is complete and approved.
Open the team member's training record (see above)
Tap the Requirement showing Pending assessment
Tap the assessment step
Choose a Competency Level: Needs retraining, Needs supervision, Can work unsupervised or Can train others (or others)
Save the result
To change a level later, repeat these steps and choose a different level. Nobody is notified when a level changes, so let the team member know.